Option 1Get it now from the AppExchange

Option 2Receive your getting started link by email

THANK YOU

Check your email for next steps on getting started with Coveo for Salesforce.

First Name *Last Name *Company Name *Email *

By inserting your email above, you agree to receive communications from Coveo Solutions Inc and its subsidiaries about educational content, events, news, and promotions to guide you on the path to relevancy with your customers, partners and employees. You may withdraw your consent at any time. For more details, please refer to our privacy policy or contact us.

What sets AI-Powered search apart? See for yourself.

OUT-OF-THE-BOX SALESFORCE SEARCH

WITH COVEO FOR SALESFORCE FREE EDITION

Created with Sketch.

Getting Started: Step-by-step Guide

You can get started with Coveo for Salesforce Free Edition in minutes. Here's how.

1

Download Coveo for Salesforce Free Edition via the early access form above.

2

Install & Configure the App

Install the package and go to your Installed Packages page in Salesforce. Configure the application in your Salesforce org.

Created with Sketch.

3

Create Your Coveo Organization

Link the application to a Coveo instance.

Created with Sketch.

4

Set Up the Coveo Component

Drag & drop the Coveo Search Component in your Lightning Community with Community Builder

Created with Sketch.

5

Customize Your Search Experience

Access the JavaScript Search Interface Editor which allows you to easily drag and drop smart facets, custom fields, and more.

Created with Sketch.

6

Dive Into the Advanced Analytics

Learn how your customers are interacting with your community with the Coveo Usage Analytics.

cDatasheet

Compare Coveo for Salesforce Pricing and Editions

dVideo

Exploring the Coveo for Salesforce Express Edition

This 18-minute demo walks through a handful of features available with the new Coveo for Salesforce Express Edition. Quickly learn how to build and customize a rich and intuitive search interface using Coveo's free AI-powered search Lightning Components for Salesforce Lightning Communities, Visualforce pages or apps.

cBlog Post

Introducing Free AI-Powered Search for Every Salesforce Community & App

Over the last few years, Coveo has been optimizing the search experience for some of the world’s biggest and most innovative brands to help their customers find more relevant content and achieve higher case deflection rates for customer support teams, as it is one of the key organizational KPIs and personal goals for just about every customer support leader these days. As a product manager of Coveo for Salesforce, I’ve seen firsthand customer service leaders for large and mid-sized companies whose self-service success and case deflection saved the company big bucks.

dVideo

Learning: Getting Started with Coveo for Salesforce Free and Express Editions

If you're looking to improve search within your Salesforce environment, Coveo for Salesforce is just what you need. This package offers deep integration with your VisualForce and Lightning environments, powerful search page editing tools, as well as great analytics, query tuning, and machine learning to get the most relevant information to your employees, partners and customers when they need it most.

dVideo

It's easy to view your custom objects--the ones you create as well as the ones which come with third party apps from the App Exchange--in Coveo for Salesforce Express Edition. This video walks you through the process of setting it up.